Trust Administrator
Trust Administrator
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$ 55000 - 62000
1 Vacancy
Job Description
Trust Administrator
Who We Are:
First Maryland Disability Trust Inc. (FMDT) is a nonprofit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost effective trustee and trust management services with a personal touch designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits. We also serve as courtappointed guardian financial powerofattorney and as financial representative payee for public benefits.
Were a small and growing tightknit team with a strong dedication to serving the disability community.
If you want to make a positive impact on the disability community and have an interest in furthering your career in banking paralegal services or financial services we invite you to apply!
The Trust Administrator:
The Trust Administrator will manage a broad portfolio offirstparty pooled special needs trusts and work closely with trust beneficiaries family members and other parties and the Trust Administration Team to ensure funds are administered legally and according to the trust documents and to ensure clients needs are met and policies and procedures are designed to best serve our clients.
A Typical Day May Look Like This:
- Communicate and collaborate about trusts and clients needs with clients and their family members guardians advocates medical professionals attorneys and accountants and governmental agencies about the special needs trust and the clients needs.
- Meet with prospective clients their families and/or counsel to explain our trust management services.
- Assist with completing trust agreements and joinder agreements and obtain all required documentation.
- Manage and administer assigned special needs trusts.
- Manage discretionary distributions for clients.
- Represent FMDT at professional conferences and trade shows.
What Were Looking For:
- 35 years experience as a paralegal banking financial services or trust administration experience preferred
- Associates degree in legal/paralegal studies business or related field or equivalent work experience
- Strong knowledge of fiduciary law; trust accounting/reporting; and basic tax implications
- Commitment to our mission to serve the disability community
- Exceptional client service skills to cultivate and maintain positive and productive relationships with trust beneficiaries and their families and advocates
- Strong organizational time management analytical and problemsolving skills
- Working proficiency with Excel; Outlook; and Word (and ability to learn new financial software systems)
Itd Be Great If You Have:
- Knowledge of public benefit programs such as SSA SSI SSDI Medicare Medicaid and waiver programs in the context of their support for trust beneficiaries
- Knowledge of estate administration and guardianships
This Position Offers:
- Annual starting salary range of $55000 to $62000 commensurate with experience
- Competitive benefits: health insurance; health savings account; retirement plan; longterm disability; shortterm disability
- Generous Leave and holidays
- Great career growth opportunities including continuing education conferences and networking events
- Workingwith amissiondriven and collaborative team
More About FMDT:
It is the mission of the First Maryland Disability Trust Inc. to enhance the quality of life autonomy and dignity of Marylanders with disabilities by offering cost effective trust services to protect manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits. For additional information about First Maryland Disability Trust Inc. please check out our website: First Maryland Disability Trust.
Sound like a good fit Apply today!
TO APPLY: Please click Apply to submit a Letter of Interest (this is important and required) and your resume (in Word format).
The First Maryland Disability Trust Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex pregnancy (including childbirth lactation and related medical conditions) physical and mental disability marital status sexual orientation gender identity gender expression genetic information (including characteristics and testing) national origin ancestry military and veteran status and any other characteristic protected by applicable law.
Required Experience:
Unclear Seniority
Employment Type
Full Time
